When the All Credit Requests option is selected in the AR Invoice Lookup program, the system activates the Credit Request Lookup program and it loads the program with all open Credit Requests in the system.
Credit Request documents are used to record a customer credit memo request and to forward the request to the accounting department for review and approval. Credit Requests are used along with the Return Authorization system to handle customer credit memo situations. Credit Requests are typically used to handle customer credits that do not involve the return or merchandise.
The Credit Request Lookup program allows you to view and edit open Credit Requests, and to create a new Credit Request document.
The Credit Request Lookup program is completely described in another section of this document. You may obtain more information about the Credit Request Lookup program by activating it and using the Help (F1) option to display the main help topic for the program.
The following link can be used to access an overview of Credit Request processing.